3,079 views
The accounting season is almost over, and it is time to take stock of the large Danish companies. Who has passed? Has anyone been dumped? And what are investors keeping an eye on? Hansen and Larsen take a closer look at this in episode 249. They also look at the Danish life science sector, which is currently under severe stress. Novo Nordisk will shortly present data on Cagrisema - what does this mean for the investment case in the short and long term? And so Bavarian Nordic has been sent 'home' after a decline of 15%. Has the dream collapsed? In today's episode, Per discusses two blog posts that can be read here: https://www.nordnet.dk/blog/danske-ak... https://www.nordnet.dk/blog/dansk-lif... 00 :00 Intro 01:33 AP Møller - Maersk 02:38 Danske Bank 02:48 GN Store Nord & NKT 03:12 Novo Nordisk 04:32 AMBU 06:44 Vestas 08:24 Danish life science downturn 15:54 Novo Nordisk and Cagrisema 21:29 Bavarian Nordic